client data recording on the company’s internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company’s internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company’s CRM to various “company methodology” tools. Ensure completeness of client data in the various advice tools and CRM’s. Financial Planning preparation & Client Reviews
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness of client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews
well-known manufacturer of abrasives products
engineering / technical clients Experience using a CRM sytem
engineering / technical clients Experience using a CRM sytem
Dealers and Dealer sales staff
Following up on customers payments. Maintain the CRM system for admin details relating to customers. Regular
Following up on customers payments. Maintain the CRM system for admin details relating to customers. Regular
experience in cold calling Good IT skills, in particular CRM database experience and other sales tools Customer
management skills.